5 North Williams Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President | Financial Advisor
James Nuñez is a Financial Advisor with and President of Agora Investments. His areas of expertise include employee benefit plans (qualified / non qualified), life, estate, and retirement planning for a diverse client base that includes corporations, and individuals.
Unlike many of the large firms and their financial advisors Agora Investments is an all in house firm that manages its clients portfolios directly and does all its own research and due diligence on the investments it selects illuminating the common practice of deflecting responsibility to a third party when the markets are less than cooperative. Partnerships with service providers in retirement plans extends our knowledge base to better serve the retirement plan markets.
From well-informed investors to clients new to investing, Mr. Nuñez utilizes the vast resources that Agora Investments provides through its affiliations with Charles Schwab and J W Cole to maximize client opportunities and to achieve their financial life objectives.
With Mr. Nuñez assistance, clients have an opportunity to build a portfolio of suitable long term investments or develop a strategy for a tailored employee benefit package designed to seamlessly integrate with an employers needs and attract and retain quality employees.
As a business owner himself, Mr. Nuñez understands small business needs and is in a position to use his experience to provide other business owners with a multitude of services and solutions to meet their specific business requirements. He was recognized as one of the Miami Valleys 40 under 40 (1999) as honored by Dayton’s own Business Journal formerly Business News.
Mr. Nunez also Owned Texas beef & Cattle Company a South Texas BBQ restaurant in the Wright Dunbar Historic District The most Historic Neighborhood in Ohio that was closed after the pandemic. For more than 2 decades he has supported the efforts to revitalize downtown Dayton through active participation in various committees and now as a property owner and investor this includes the Wright Dunbar historic District.
A native of Corpus Christi, Texas, Mr. Nuñez joined the U.S. Navy in 1984 and served over 7 years while discovering and nurturing an entrepreneurial spirit and pursuing a Economics and Social Psychology Degree. After separating from the armed forces in 1991, Mr. Nuñez continued his education and moved to Dayton in 1994.
James Nunez is an outspoken advocate and activist for a variety of causes and is a fearless supporter of those marginalized.
James began cycling in 1985 and has competed in dozens of centuries (100-mile rides) he switched to running in June of 2000 and has since completed 10 marathons and completed his first half marathon with three of his daughters. He continues to participate in endurance activities running and cycling albeit with less frequency.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.